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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.19+0.1%3:08 PM EST
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To: Joe NYC who wrote (201671)6/12/2006 12:19:24 PM
From: Sarmad Y. Hermiz of 275872
 
I agree their CC remarks suggested 65 nm dual core Pentiums would continue.

there is no reasonable way to interpret the remarks to mean that production of 90nm processors will continue. They explicitly stated the opposite. That 90 nm capacity will be shifted to chipsets.

It looks to me that all Intel 5xx processors are 90 nm. If they are, I expect to see them all go out of stock within a couple of months. I've noticed that P4 531 which is a high seller, is marked "while supplies last". But other models are not marked that way (yet).

edit. The Intel site also shows that in the 6xx series there are 90 nm and 65 nm versions of the same GHz and feature. The 90 nm model is 6x0, and 65 nm is 6x1. So I now also expect that all the 6xx 90 nm parts will be discontinued. ANd the 60% markdowns will be on those parts. Same idea in the Pentium D 8xx parts.
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